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Microsoft already offers robust project management solutions such as the 26-year-old Microsoft Project desktop software. For most single users and small teams, it can be overwhelming and require a learning curve most users are not interested in sacrificing. Microsoft Planner builds on the fundamentals of today’s web apps by providing a clean and focused web experiences. With the recent launch of Planner, we decided to check it out to see if Microsoft has a solution that’s enticing enough for some established services like Slack and Trello.

Sign in to Microsoft Planner. With Planner on your PC, Mac, or mobile device: Create new plans, assign tasks, and share files with others. Organize teamwork and collaborate on projects in a simple, visual way. Chat with others to make sure you're on the same page. Keep track of your team's progress and stay on top of your work—from anywhere, on any device.

Microsoft Planner A simple, visual way to organize teamwork. Get Planner for iOS Get Planner for Android Microsoft Planner. On the month-by-month calendar, select a week to change the displayed week in the calendar. Select Today to go back to the current day at any time. Get quick access to your calendar. Select the Calendar icon to find the calendar anytime when in Outlook. Outlook 2016 for Mac Help. Discover more courses like this at LinkedIn Learning. Dec 08, 2017 Microsoft Planner can be accessed on a web page, local desktop application or mobile app and the best part is that it stay's synced across all of your devices to keep you on track while you're on. Mar 30, 2020 The Zoom Scheduler Add-in is designed to make scheduling a Zoom meeting within Microsoft Outlook simple. This add-in allows you to easily add a Zoom meeting to any new or existing calendar event. Simply configure your settings and the meeting URL and information is added to the body of the calendar event.

Setup and Use Microsoft Planner for Office 365

Microsoft Planner requires users have access to one of Microsoft’s Office 365 business subscriptions such as E1, E3 or E5. If you already have an account, log into Office 365 then click the Planner icon on your home screen. If you don’t have access to Planner, you might need to request your Office 365 Administrator enable it as part of its first release. Wait while Office Planner configures itself.

After logging in, you will see an empty interface. It features a clean, easy to navigate design. The taskbar on the left can be minimized, while groups can be collapsed. You can create a new plan, view existing plans in the hub, view assigned tasks and favorites. If you were already using Outlook Desktop Groups, they would show up in Planner. Groups can be used as a jumping board for an existing plan.

To create a new plan, click New Plan tab, enter a name, choose whether you want to make it public or not, provide a description, then select Create Plan button.

Because Planner works around teams, you want to add some members to assign projects. Click the Add Members menu in the top-right corner, then choose an existing member. If you don’t see any, you can search for them.

After your plan is created, you are taken to an interface that is quite familiar if you have used Trello before. Planner lets you create new tasks, schedule deadlines and assign specific members.

Additional buckets can be created to manage the progress of each assigned tasks. Just like Trello, you can drag and drop tasks from one bucket to the next.

If you want, you can open up a job and contribute further details and assign a label. Files can be attached from OneDrive for Business or uploaded from your computer along with commentary and links.

For group leaders managing complex projects, you can click the Charts tab, which gives a visual birds eye view of each member’s progress. Users can see projects not started, late, in progress or completed.

When a plan is complete, you can easily hover over the card then click the green check box to confirm its completion.

Microsoft’s Planner provides an easy to use experience for small or large teams, who only want to invest minimal resources to get a project up and running. The instantaneous effect of jumping in and starting a plan without a reference guide is quite powerful. Users invested in tools such as Trello won’t experience a significant learning curve.

For mobile, Planner is not there yet, well, you can access it from a mobile web browser, but a dedicated mobile app is missing at this time. Personally, I don’t like using web apps like this on mobile devices. For a service like Trello, the majority of the time I am in the mobile app. Hopefully, Microsoft will follow up with this soon. Microsoft has started on a right path, it’s a pure web based solution, no need to think about installing anything, no need to learn anything. The key advantage is Office integration, especially with apps such as Outlook and OneNote.

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Microsoft Teams has clients available for desktop (Windows, Mac, and Linux), web, and mobile (Android and iOS). These clients all require an active internet connection and do not support an offline mode.

Note

Effective November 29, 2018, you'll no longer be able to use the Microsoft Teams for Windows 10 S (Preview) app, available from the Microsoft Store. Instead, you can now download and install the Teams desktop client on devices running Windows 10 S mode. To download the desktop client, go to https://teams.microsoft.com/downloads. MSI builds of the Teams desktop client are not yet available for devices running Windows 10 S mode.

For more information about Windows 10 S mode, see Introducing Windows 10 in S mode.

Desktop client

Tip

Watch the following session to learn about the benefits of the Windows Desktop Client, how to plan for it, and how to deploy it: Teams Windows Desktop Client

The Microsoft Teams desktop client is a standalone application and is also available in Office 365 ProPlus. Teams is available for 32-bit and 64-bit versions of Windows (8.1 or later) and Windows Server (2012 R2 or later), as well as for macOS (10.10 or later) and Linux (in .deb and .rpm formats). On Windows, Teams requires .NET Framework 4.5 or later; the Teams installer will offer to install it for you if you don't have it. On Linux, package managers such as apt and yum will try to install any requirements for you. However, if they don't then you will need to install any reported requirements before installing Teams on Linux.

The desktop clients provide real-time communications support (audio, video, and content sharing) for team meetings, group calling, and private one-on-one calls.

Desktop clients can be downloaded and installed by end users directly from https://teams.microsoft.com/downloads if they have the appropriate local permissions (admin rights are not required to install the Teams client on a PC but are required on a Mac).

IT admins can choose their preferred method to distribute the installation files to computers in their organization. Some examples include Microsoft Endpoint Configuration Manager (Windows) or Jamf Pro (macOS). To get the MSI package for Windows distribution, see Install Microsoft Teams using MSI.

Note

Distribution of the client via these mechanisms is only for the initial installation of Microsoft Team clients and not for future updates.

Windows

The Microsoft Teams installation for Windows provides downloadable installers in 32-bit and 64-bit architecture.

Note

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The architecture (32-bit vs. 64-bit) of Microsoft Teams is agnostic to the architecture of Windows and Office that is installed.

The Windows client is deployed to the AppData folder located in the user’s profile. Deploying to the user’s local profile allows the client to be installed without requiring elevated rights. The Windows client leverages the following locations:

• %LocalAppData%MicrosoftTeams

• %LocalAppData%MicrosoftTeamsMeetingAddin

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• %AppData%MicrosoftTeams

• %LocalAppData%SquirrelTemp

When users initiate a call using the Microsoft Teams client for the first time, they might notice a warning with the Windows firewall settings that asks for users to allow communication. Users might be instructed to ignore this message because the call will work, even when the warning is dismissed.

Note

Windows Firewall configuration will be altered even when the prompt is dismissed by selecting “Cancel”. Two inbound rules for teams.exe will be created with Block action for both TCP and UDP protocols.

Mac

Mac users can install Teams by using a PKG installation file for macOS computers. Administrative access is required to install the Mac client. The macOS client is installed to the /Applications folder.

Install Teams by using the PKG file

1. From the Teams download page, under Mac, click Download.
2. Double click the PKG file.
3. Follow the installation wizard to complete the installation.
4. Teams will be installed to /Applications folder. It is a machine-wide installation.

Note

During the installation, the PKG will prompt for admin credentials. The user needs to enter the admin credentials, regardless of whether or not the user is an admin.

If a user currently has a DMG installation of Teams and wants to replace it with the PKG installation, the user should:

1. Exit the Teams app.
2. Uninstall the Teams app.
3. Install the PKG file.

IT admins can use managed deployment of Teams to distribute the installation files to all Macs in their organization, such as Jamf Pro.

Note

If you experience issues installing the PKG, let us know. In the Feedback section at the end of this article, click Product feedback.

Linux

Users will be able to install native Linux packages in .deb and .rpm formats.Installing the DEB or RPM package will automatically install the package repository

• DEB https://packages.microsoft.com/repos/ms-teams stable main
• RPM https://packages.microsoft.com/yumrepos/ms-teams

The signing key to enable auto-updating using the system's package manager is installed automatically. However, it can also be found at: (https://packages.microsoft.com/keys/microsoft.asc). Microsoft Teams ships monthly and if the repository was installed correctly, then your system package manager should handle auto-updating in the same way as other packages on the system.

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Note

If you find a bug, submit it using Report a Problem from within the client. For known issues, see Known Issues.For Teams for Linux support you can use the Linux forum support channel on Microsoft Q&A. Be sure to use the teams-linux tag when posting questions.

Install Teams using DEB package

1. Download the package from https://aka.ms/getteams.
2. Install using one of the following:
   • Open the relevant package management tool and go through the self-guided Linux app installation process.
   • Or if you love Terminal, type: sudo apt install **teams download file**

You can launch Teams via Activities or via Terminal by typing Teams.

Install Teams using RPM package

1. Download the package from https://aka.ms/getteams.
2. Install using one of the following:
   • Open the relevant package management tool and go through the self-guided Linux app installation process.
   • Or if you love Terminal, type: sudo yum install **teams download file**

You can launch Teams via Activities or via Terminal by typing Teams.

Install manually from the command line

Install manually on Debian and Ubuntu distributions:

Install manually on RHEL, Fedora and CentOS based distributions:

Alternatively, to use yum instead of dnf:

Install manually on openSUSE based distributions:

Web client

The web client (https://teams.microsoft.com) is a full, functional client that can be used from a variety of browsers. The web client supports Calling and Meetings by using webRTC, so there is no plug-in or download required to run Teams in a web browser. The browser must be configured to allow third-party cookies.

Teams fully supports the following Internet browsers, with noted exceptions for calling and meetings.

Browser	Calling - audio, video, and sharing	Meetings - audio, video, and sharing12
Internet Explorer 11	Not supported	Meetings are supported only if the meeting includes PSTN coordinates. To attend a meeting on IE11 without PSTN coordinates, users must download the Teams desktop client. Video: Not supported Sharing: Incoming sharing only (no outgoing)
Microsoft Edge, RS2 or later	Fully supported, except no outgoing sharing	Fully supported, except no outgoing sharing
Microsoft Edge (Chromium-based), the latest version plus two previous versions	Fully supported	Fully supported
Google Chrome, the latest version plus two previous versions	Fully supported	Fully supported Sharing is supported without any plug-ins or extensions on Chrome version 72 or later.
Firefox, the latest version plus two previous versions	Not supported	Meetings are supported only if the meeting includes PSTN coordinates. To attend a meeting on Firefox without PSTN coordinates, users must download the Teams desktop client. Video: Not supported Sharing: Incoming sharing only (no outgoing)
Safari 11.1+	Not supported	Meetings are supported only if the meeting includes PSTN coordinates. To attend a meeting on Safari without PSTN coordinates, users must download the Teams desktop client. Video: Not supported Sharing: Incoming sharing only (no outgoing) Safari is enabled on versions higher than 11.1 in preview. While in preview, there are known issues with Safari's Intelligent Tracking Prevention.

¹ To give and take control of shared content during sharing, both parties must be using the Teams desktop client. Control isn't supported when either party is running Teams in a browser. This is due to a technical limitation that we're planning to fix. To learn more, read Allow a participant to give or request control.

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² Blur my background isn't available when you run Teams in a browser. This feature is only available in the Teams desktop client.

Note

As long as an operating system can run the supported browser, Teams is supported. For example, running Firefox on the Linux operating system is an option for using Teams.

The web client performs browser version detection upon connecting to https://teams.microsoft.com. If an unsupported browser version is detected, it will block access to the web interface and recommend that the user download the desktop client or mobile app.

Mobile clients

The Microsoft Teams mobile apps are available for Android and iOS, and are geared for on-the-go users participating in chat-based conversations and allow peer-to-peer audio calls. For mobile apps, go to the relevant mobile stores Google Play and the Apple App Store. The Windows Phone App was retired July 20, 2018 and may no longer work.

In China, here's how to get Teams for Android.

Supported mobile platforms for Microsoft Teams mobile apps are the following:

• Android: Support is limited to the last four major versions of Android. When a new major version of Android is released, the new version and the previous three versions are officially supported.

• iOS: Support is limited to the two most recent major versions of iOS. When a new major version of iOS is released, the new version of iOS and the previous version are officially supported.

Note

The mobile version must be available to the public in order for Teams to work as expected.

Mobile apps are distributed and updated through the respective mobile platform’s app store only. Distribution of the mobile apps via MDM or side-loading is not supported by Microsoft. Once the mobile app has been installed on a supported mobile platform, the Teams Mobile App itself will be supported provided the version is within three months of the current release.

Decision Point	Are there any restrictions preventing users from installing the appropriate Microsoft Teams client on their devices?
Next Steps	If your organization restricts software installation, make sure that process is compatible with Microsoft Teams. Note: Admin rights are not required for PC client installation but are required for installation on a Mac.

Client update management

Clients are currently updated automatically by the Microsoft Teams service with no IT administrator intervention required. If an update is available, the client will automatically download the update and when the app has idled for a period of time, the update process will begin.

Client-side configurations

Currently, there are no supported options available to configure the client either through the tenant admin, PowerShell, Group Policy Objects or the registry.

Notification settings

There are currently no options available for IT administrators to configure client-side notification settings. All notification options are set by the user. The figure below outlines the default client settings.

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Sample PowerShell Script

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This sample script, which needs to run on client computers in the context of an elevated administrator account, will create a new inbound firewall rule for each user folder found in c:users. When Teams finds this rule, it will prevent the Teams application from prompting users to create firewall rules when the users make their first call from Teams.